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Kelleher Financial Advisors’s Canadian Pacific Kansas City CP Stock Holding History

Kelleher Financial Advisors’s Portfolio CP Stock Details CP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-100
Closed -$7.93K – 874
2026
Q1 		$7.93K Sell
100
-14
-12% -$1.11K ﹤0.01% 558
2025
Q4 		$8.42K Buy
114
+14
+14% +$1.03K ﹤0.01% 594
2025
Q3 		$7.45K Buy
+100
New +$7.64K ﹤0.01% 528

Other funds holding CP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Kelleher Financial Advisors's CP Position: Q2 2026 in Review

Kelleher Financial Advisors sold out of Canadian Pacific Kansas City (CP) in Q2 2026, closing a stake of 100 shares — an estimated $7.93K sold.

Kelleher Financial Advisors first reported a position in CP in Q3 2025 and held it in 3 quarters. The position peaked at $8.42K in Q4 2025. 976 funds tracked by Wall St. Rank hold CP as of Q2 2026.

  • Kelleher Financial Advisors reported no remaining Canadian Pacific Kansas City position as of Q2 2026 after selling out during the quarter.
  • Kelleher Financial Advisors sold 100 Canadian Pacific Kansas City shares in Q2 2026, an estimated $7.93K.
  • Kelleher Financial Advisors first reported a position in Canadian Pacific Kansas City in Q3 2025 and held it in 3 quarters.
  • Kelleher Financial Advisors's Canadian Pacific Kansas City position peaked at $8.42K in Q4 2025.
  • 976 funds tracked by Wall St. Rank held Canadian Pacific Kansas City as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.